Vault-13

MORGAN STANLEY ETF TRUST CVSB

CALVERT ULT SHR · ETP · CUSIP 61774R601

49 institutional holders +8 vs Q1 2026
3,391,3893.4m shares reported held*
$171.7mreported value*
11 new 19 added 12 reduced 3 sold out net sold ≈ $741.0k (-38.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.64.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 23: 4Q2 23: 6Q3 23: 9Q4 23: 12Q1 24: 11Q2 24: 14Q3 24: 17Q4 24: 27Q1 25: 32Q2 25: 37Q3 25: 38Q4 25: 38Q1 26: 41Q2 26: 4949Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20234
Q2 20236
Q3 20239
Q4 202312
Q1 202411
Q2 202414
Q3 202417
Q4 202427
Q1 202532
Q2 202537
Q3 202538
Q4 202538
Q1 202641
Q2 202649

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 13 bought or addedQ3 24: 3 cut or sold outQ4 24: 19 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 12 cut or sold outQ2 25: 21 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 10 cut or sold outQ4 25: 28 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 11 cut or sold outQ2 26: 30 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024133
Q4 2024196
Q1 20251912
Q2 20252112
Q3 20252910
Q4 20252815
Q1 20263011
Q2 20263015

Biggest buyers

Moran Wealth Management, LLC New +106,784+106.8k
MORGAN STANLEY Added +54,905+54.9k
Perigon Wealth Management, LLC New +35,131+35.1k
PFG Investments, LLC Added +15,470+15.5k
LPL Financial LLC Added +11,041+11.0k
Rossby Financial, LCC Added +8,103+8.1k
Kestra Advisory Services, LLC New +7,968+8.0k
CITADEL ADVISORS LLC New +5,424+5.4k
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV New +4,430+4.4k
Ethos Financial Group, LLC New +4,398+4.4k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -133,614-133.6k
Private Advisor Group, LLC Reduced -85,498-85.5k
Strategic Financial Planning, Inc. Sold out -50,704-50.7k
JANE STREET GROUP, LLC Sold out -16,707-16.7k
Regal Investment Advisors LLC Sold out -12,258-12.3k
RW Investment Management LLC Reduced -5,348-5.3k
Mason & Associates Inc Reduced -5,077-5.1k
Valley Financial Group, Inc. Reduced -2,242-2.2k
Sunrise Financial Services, LLC Reduced -462-462
Kingsview Wealth Management, LLC Reduced -362-362

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,265,0632.3m $114.7m $114.7m 0.01% Added +54.9k +54,905
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 274,024274.0k $13.9m $13.9m 0.00% Added +11.0k +11,041
3 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 126,194126.2k $6.4m $6.4m 0.02% Unchanged
4 Moran Wealth Management, LLC 0.15% of their portfolio NAPLES, FL 106,784106.8k $5.4m $5.4m 0.15% New
5 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 75,20275.2k $3.8m $3.8m 0.02% Reduced -85.5k -85,498
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 65,51465.5k $3.3m $3.3m 0.00% Added +1.6k +1,596
7 Valley Financial Group, Inc. 1.38% of their portfolio AMBLER, PA 55,06655.1k $2.8m $2.8m 1.38% Reduced -2.2k -2,242
8 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 35,13135.1k $1.8m $1.8m 0.03% New
9 Betterment LLC 0.00% of their portfolio NEW YORK, NY 33,53733.5k $1.7m $1.7m 0.00% Added +859 +859
10 Rossby Financial, LCC 0.29% of their portfolio MELBOURNE, FL 31,17931.2k $1.6m $1.6m 0.29% Added +8.1k +8,103
11 PFG Investments, LLC 0.05% of their portfolio WOODBURY, NY 27,98628.0k $1.4m $1.4m 0.05% Added +15.5k +15,470
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,40325.4k $1.3m $1.3m 0.00% Added +2.8k +2,833
13 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 25,37025.4k $1.3m $1.3m 0.04% Added +1.4k +1,397
14 Mason & Associates Inc 0.16% of their portfolio LOS ANGELES, CA 19,44519.4k $984.7k $984.7k 0.16% Reduced -5.1k -5,077
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,97418.0k $910.0k $910.0k 0.00% Added +488 +488
16 Prism Advisors, Inc. 0.22% of their portfolio STUDIO CITY, CA 17,65217.7k $893.9k $893.9k 0.22% Added +322 +322
17 DeDora Capital, Inc. 0.14% of their portfolio Napa, CA 12,91212.9k $653.9k $653.9k 0.14% Added +390 +390
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,26812.3k $621.3k $621.3k 0.00% Added +1.8k +1,758
19 NATURAL INVESTMENTS, LLC 0.12% of their portfolio WINDSOR, CA 11,24211.2k $569.0k $569.0k 0.12% Added +1.2k +1,165
20 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 10,92810.9k $553.4k $553.4k 0.01% Reduced -362 -362
21 ROBINSON SMITH WEALTH ADVISORS LLC 0.31% of their portfolio South Portland, ME 10,11610.1k $512.3k $512.3k 0.31% Reduced -207 -207
22 Sunrise Financial Services, LLC 0.30% of their portfolio BURIEN, WA 10,10810.1k $511.9k $511.9k 0.30% Reduced -462 -462
23 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 9,5319.5k $482.7k $482.7k 0.01% Added +663 +663
24 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 8,3748.4k $424.1k $424.1k 0.01% Added +53 +53
25 RW Investment Management LLC 0.04% of their portfolio Eagle, ID 8,1318.1k $411.8k $411.8k 0.04% Reduced -5.3k -5,348
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,9688.0k $403.5k $403.5k 0.00% New
27 Secure Asset Management, LLC 0.05% of their portfolio Troy, MI 7,2927.3k $369.3k $369.3k 0.05% Reduced -115 -115
28 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 7,1797.2k $363.5k $363.5k 0.01% First filing
29 Gemmer Asset Management LLC 0.02% of their portfolio WALNUT CREEK, CA 7,0237.0k $355.6k $355.6k 0.02% Added +72 +72
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,0037.0k $354.6k $354.6k 0.00% Reduced -133.6k -133,614
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,9276.9k $350.8k $350.8k 0.00% Added +577 +577
32 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 6,5026.5k $329.3k $329.3k 0.00% Added +40 +40
33 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,6335.6k $285.3k $285.3k 0.00% Reduced -198 -198
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,4245.4k $274.7k $274.7k 0.00% New
35 Brookwood Investment Group LLC 0.03% of their portfolio PHOENIX, AZ 4,6444.6k $235.2k $235.2k 0.03% Unchanged
36 Riverwater Partners LLC 0.07% of their portfolio Milwaukee, WI 4,6024.6k $233.0k $233.0k 0.07% Reduced -255 -255
37 PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 0.17% of their portfolio VIENNA, VA 4,4304.4k $224.3k $224.3k 0.17% New
38 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 4,3984.4k $223.4k $223.4k 0.01% New
39 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 4,3324.3k $219.4k $219.4k 0.01% Unchanged
40 TECTONIC ADVISORS LLC 0.01% of their portfolio FRISCO, TX 4,0784.1k $206.5k $206.5k 0.01% New
41 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,9753.0k $150.7k $150.7k 0.00% Added +149 +149
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,0522.1k $103.9k $103.9k 0.00% New
43 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 1,9622.0k $99.4k $99.4k 0.01% New
44 TFC Financial Management, Inc. 0.00% of their portfolio BOSTON, MA 781781 $39.5k $39.5k 0.00% Reduced -130 -130
45 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 305305 $15.5k $15.5k 0.00% Unchanged
46 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 276276 $14.0k $14.0k 0.00% New
47 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 200200 $10.1k $10.1k 0.00% Unchanged
48 Godfrey Financial Associates, Inc. 0.01% of their portfolio GLENMONT, NY 151151 $7.6k $7.6k 0.01% Unchanged
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 118118 $6.0k $6.0k 0.00% New